Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Multi-Asset 2023 Year Ahead Outlook

Dec 22, 2022

Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....

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Should market conditions affect how you invest?

Dec 15, 2022

The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...

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Meeting multiple goals with a TFSA

Dec 15, 2022

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....

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Ensure family harmony when planning your estate

Dec 15, 2022

You want an inheritance to leave your children better off—not in conflict with each other. The good news is that communication can head off disputes....

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Managing a windfall, large or small

Dec 15, 2022

Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way....

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Should you delay your OAS pension?

Dec 15, 2022

Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments....

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